I have worked with St Clair on numerous occasions over the last 8 years, most recently in June 2024. I have always found them to be very responsive, even out of hours on occasion, and very professional. They make any engagement easy for me and their new client portal made it even easier. I wouldn’t use any other company going forward.

I was referred to St Clair Financial Planning through UBT and other members of the community, and the experience has been excellent. From the very start, Robert knew the kind of deal I was after and he provided excellent advice each step of the way, clearly explaining everything I had questions on. The deal I ended up with exceeded expectations and was under budget. The fees represented excellent value for money. I would highly recommend!

I purchased a house via an auction, with only 1 month to find the funds required. In this somewhat difficult situation, Robert managed to get a mortgage sorted in lighting fast speed, and in the process put us at ease in what was a stressful situation. There is no question, I will be using you again in the future, when I need to re-mortgage Myron F

I would highly recommend your services. After failing to achieve a mortgage with our usual broker you acted fast with confidence and succeeded to secure a 5 year fixed mortgage in difficult circumstances. Very much appreciated.

Robert was very helpful through out the entire process (which as a Shareholder / Director is a bit more complex) and provided good advice with several different options. Between mortgage offer and completion on the property, he researched the market to see if any improved offers / rates were available – which in our instance there was a saving to be had! He is very contactable and extremely quick at replying which helped us in our negotiations on the property. I would certainly recommend Robert and his team!